Capital Management Group of New York

Capital Management Group of New York We are an experienced group of professionals who have helped serve the financial needs of our clients since 1992. CA Insurance Lic. # 0D07280

We provide education, guidance and ongoing support to the individuals, families and businesses in our communities. We believe in better serving our clients through our commitment to continuous growth and professional development. Today we do much more than retirement planning. We implement a balanced approach to wealth management by integrating tax-advantaged investing, asset allocation, charitabl

e gifting, legacy and estate planning strategies, and more into clients’ financial plans. We build lasting relationships with our clients to create a course of action that helps meet their needs today and into the future.

“I’ll do it later” is something we've all said before. But when it comes to documenting important contacts, assets, and ...
07/08/2026

“I’ll do it later” is something we've all said before. But when it comes to documenting important contacts, assets, and critical documents, waiting can have unintended consequences.
A few hours of preparation today can save your loved ones countless hours of confusion and stress tomorrow. This article explains why. Later is Now (https://hubs.la/Q04nYDYM0)

“I’ll do it later.” In today’s world, keeping up with our many responsibilities and commitments can feel like a constant juggling act. Our busy lives and full plates make it easy to overlook the necessity of organizing and sharing the details of our most crucial contacts, assets, and docu...

As our parents age, the financial conversations we once avoided can quickly become essential. When Aging Parents Need Fi...
05/20/2026

As our parents age, the financial conversations we once avoided can quickly become essential. When Aging Parents Need Financial Help: A Family Guide offers thoughtful insights on how families can navigate these moments with clarity, compassion, and confidence.

When you’re growing up, your parents are responsible for caring for you and helping you build a stable foundation for adulthood. But as you age, so do your parents, and the dynamic of who is helping whom can begin to shift. Over time, many adult children find themselves stepping into a caregivi...

Starting the divorce process can feel overwhelming, but clarity and confidence grow when you have the right professional...
05/01/2026

Starting the divorce process can feel overwhelming, but clarity and confidence grow when you have the right professionals by your side. Thoughtful planning, steady communication, and trusted financial guidance can help you protect your future and move forward with strength.

Getting a divorce can be one of the most difficult and emotional decisions in a person’s life. While the idea of starting a new chapter may bring a sense of closure, it is also common to experience uncertainty and concern about protecting your financial future. In addition to support from family a...

Life can change in a moment — and when it does, emotional recovery and financial stability often collide. This article e...
04/02/2026

Life can change in a moment — and when it does, emotional recovery and financial stability often collide. This article explores what it really means to navigate both at once, and why support matters during life’s most difficult transitions.

Life doesn’t always change in gradual, predictable ways. Sometimes it shifts in an instant — through a divorce, the death of a loved one, a sudden illness or injury, or another deeply personal loss. In those moments, your emotional and physical well-being naturally take priority. Grief, fear, an...

Address

55W 46th Street Suite 2203
New York, NY
10036

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Website

Alerts

Be the first to know and let us send you an email when Capital Management Group of New York posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category